A result - driven Insurance Advisor & Sales Manager with 6+ years in the Insurance Industry and 8 years in the Banking Industry.
- Generated 10M+ insurance premiums through needs-based selling & client retention.
- Processed 100M+ in housing & car loans with 98% approval rate.
- Managed 120+ client portfolio in the insurance sector and 200+ client portfolio in the housing & car loan sector.
- Expert in salesforce, CRM management, lead generation & client retention.
- Managed 8 tea
Available 5 hours/day, 3 days/week, totaling 15 hours/week. Can schedule shifts between 7PM-12AM Manila Time. Flexible on which 3 weekdays work best for your team.
Experience: 5 - 10 years
Review and verify loan applications to ensure completeness and accuracy of loan documents and requirements of loan approval.
Experience: 1 - 2 years
Led 8-person Insurance Sales Team, coaching advisors on closing, objection handling and pipeline management.
Experience: 5 - 10 years
Managed 120+ policy holders with 100% retention rate.
Experience: 5 - 10 years
Tracks customer pipeline, retention and commissions.
“I can find little blocks of time to focus so we can scale this business.”
Clearman Lawyers
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